Error: “Invalid doc reference key” upon Customer Payment CSV Import

Scenario

User is importing a Customer Payment uses the External ID of the Invoice in the CSV Template and receives the error “Invalid doc reference key”, ensure that the Reference type for the Invoice field is set to External ID.

Solution

1. Navigate to Setup > Import/Export > Import CSV Records
2. Import type: Select Transactions
3. Record type: Select Customer Payment
4. CSV File(s): Upload CSV file
5. Click Next
6. Data Handling: Click Add
7. Click Next
8. Invoice field: Click on the Pencil Icon
9. Choose Reference Type: Select External ID
10. Click Next
11. Import Map Name: Enter Name
12. ID: Enter ID
13. Click Save & Run